We are live on ! Find out more
WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund
WTAI

91 hedge funds and large institutions have $54.9M invested in WisdomTree Artificial Intelligence and Innovation Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,275% more call options, than puts

Call options by funds: $95K | Put options by funds: $4K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

0% more funds holding

Funds holding: 91 → 91 (0)

4.49% less ownership

Funds ownership: 36.9% → 32.41% (-4.5%)

27% less capital invested

Capital invested by funds: $74.8M → $54.9M (-$19.8M)

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
29
Reduced
23
Closed
11
Calls
$95K
Puts
$4K
Net Calls
+$91K
Net Calls Change
+$91K

Top Buyers

Rank Fund Capital Flow
1
GS
GWN Securities
Florida
+$2.95M
2
Jane Street
Jane Street
New York
+$2.58M
3
FTUS
Flow Traders U.S.
New York
+$1.61M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.02M
5
IA
Integrity Alliance
Iowa
+$782K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$17.3M
2
Raymond James Financial
Raymond James Financial
Florida
-$2.98M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.75M
4
CFP
Cascade Financial Partners
California
-$384K
5
EE
EWG Elevate
California
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Armis Advisers
Georgia
$532K -$31.8K -1,444 -5%
IA
27
Insight Advisors
Pennsylvania
$519K +$51K +2,312 +9%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$396K +$125K +5,670 +37%
IAN
29
Integrated Advisors Network
Texas
$381K +$442K +20,040 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$367K +$31.2K +1,417 +8%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$365K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$359K +$16.9K +769 +4%
GWM
33
Geneos Wealth Management
Colorado
$347K +$196K +8,875 +95%
Creative Planning
34
Creative Planning
Kansas
$325K +$5.05K +229 +1%
FHWM
35
Fox Hill Wealth Management
Massachusetts
$305K -$8.53K -387 -2%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$289K +$335K +15,192 New
SM
37
Sweeney & Michel
California
$259K +$344K +15,596 New
SPIA
38
Steward Partners Investment Advisory
New York
$253K +$16.2K +736 +6%
BMCM
39
Bryn Mawr Capital Management
Pennsylvania
$251K – – –
CFD
40
Creative Financial Designs
Indiana
$250K +$260K +11,809 +886%
Ameriprise
41
Ameriprise
Minnesota
$246K +$34.2K +1,550 +14%
AWA
42
Acorn Wealth Advisors
Michigan
$243K -$9.76K -443 -3%
KPWS
43
Kestra Private Wealth Services
Texas
$234K +$56.8K +2,576 +26%
BAM
44
Belpointe Asset Management
Nevada
$233K +$271K +12,275 New
UCFA
45
United Capital Financial Advisors
Texas
$215K – – –
AAS
46
Avantax Advisory Services
Texas
$209K +$243K +11,024 New
WPW
47
Waldron Private Wealth
Pennsylvania
$209K +$242K +11,000 New
WAAG
48
Wealth Alliance Advisory Group
Kansas
$208K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$206K +$27.9K +1,265 +13%
AF
50
Apexium Financial
Texas
$203K – – –
1
2
3 4 5

WTAI Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) for Q1 2025, worth a combined $54.9M — down 27% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WTAI positions and 11 closed out — a net gain of 3 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was GWN Securities, adding an estimated $2.95M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $17.3M sold.

  • 91 institutional investors held WisdomTree Artificial Intelligence and Innovation Fund (WTAI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $54.9M of WisdomTree Artificial Intelligence and Innovation Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 14 funds opened new WisdomTree Artificial Intelligence and Innovation Fund positions in Q1 2025 and 11 closed out, a net change of +3 holders.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund buyer in Q1 2025 was GWN Securities, an estimated $2.95M added.
  • The largest WisdomTree Artificial Intelligence and Innovation Fund seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2025.